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Wagner Wealth Management (South Carolina)’s Hartford Financial Services HIG Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$1K Hold
22
– – ﹤0.01% 619
2018
Q2 		$1K Hold
22
– – ﹤0.01% 585
2018
Q1 		$1K Sell
22
-60
-73% -$3.28K ﹤0.01% 545
2017
Q4 		$6K Buy
+82
New +$4.57K ﹤0.01% 488

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s HIG Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Hartford Financial Services (HIG) position steady in Q3 2018 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Wagner Wealth Management (South Carolina) first reported a position in HIG in Q4 2017 and has held it in 4 quarters since. The position peaked at $6K in Q4 2017. 645 funds tracked by Wall St. Rank hold HIG as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 22 shares of Hartford Financial Services worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Hartford Financial Services share count unchanged in Q3 2018.
  • Hartford Financial Services made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #619 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Hartford Financial Services in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s Hartford Financial Services position peaked at $6K in Q4 2017.
  • 645 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.